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Huawei is building its own DRAM fab, and it could reshape RAM prices for everyone
(www.xda-developers.com)
this post was submitted on 30 Jul 2026
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Huawei is far ahead of Nvidia in AI clusters despite sanctions made against it, and 5 year behind tech stack. 50% cost/performance advantage over GB300 nvl72, (including building costs) by building outdoor siteable pods with 3 week lead times. CXMT is now most valuable company in China, but because of Huawei sanctions, they sell 64gb ddr5 modules at higher price than Samsung just to Huawei. Huawei needs its own RAM fab because it is harassed by west, and Chinese suppliers price to them with "captured customer" awareness.